Anic Equity¶
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Total return since start: 0.626 %¶
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Equity now: -----------------------------> 49658.96 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45597.75 Kr¶
PnL: ---------------------------------------> 541.75 Kr¶
DD now: ---------------------------------> -6.516 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 16:14:23.411066'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.490000 | 1668.960000 | 199.960000 | 13.610000 | 1468.999998 |
| Sedana Medical | 93 | 3.910000 | 2669.100000 | 148.100000 | 5.870000 | 2521.000011 |
| Orrön Energy | 180 | 5.820000 | 2176.200000 | 133.200000 | 6.520000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 4.620000 | 996.500000 | 61.500000 | 6.580000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 4.700000 | 1015.200000 | 54.200000 | 5.640000 | 960.999996 |
| Sagax A | 4 | 5.120000 | 904.000000 | 50.000000 | 5.850000 | 854.000000 |
| JM | 6 | 3.900000 | 912.000000 | 48.000000 | 5.560000 | 864.000000 |
| Catena | 2 | 4.330000 | 838.000000 | 46.000000 | 5.810000 | 792.000000 |
| Sagax B | 4 | 3.740000 | 899.200000 | 45.200000 | 5.290000 | 854.000000 |
| Hoist Finance | 35 | 1.390000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Hexatronic Group | 12 | 3.000000 | 997.200000 | 30.200000 | 3.120000 | 966.999996 |
| BioGaia B | 8 | 1.970000 | 952.800000 | 22.800000 | 2.450000 | 930.000000 |
| VEF | 909 | 3.000000 | 1872.540000 | 22.540000 | 1.220000 | 1850.000436 |
| Byggmax Group | 33 | 1.940000 | 971.520000 | 15.520000 | 1.620000 | 956.000001 |
| Gränges | 9 | 1.650000 | 943.200000 | 15.200000 | 1.640000 | 927.999999 |
| Bilia A | 8 | 1.510000 | 913.600000 | 13.600000 | 1.510000 | 900.000000 |
| Biotage | 7 | 0.890000 | 951.300000 | 10.300000 | 1.090000 | 940.999997 |
| Clas Ohlson B | 12 | 0.860000 | 982.800000 | 9.800000 | 1.010000 | 972.999996 |
| OX2 | 13 | 1.660000 | 956.150000 | 6.150000 | 0.650000 | 949.999999 |
| EQT | 4 | 0.970000 | 836.000000 | 4.000000 | 0.480000 | 832.000000 |
| HEXPOL B | 9 | -0.350000 | 1024.200000 | 3.200000 | 0.310000 | 1020.999996 |
| AcadeMedia | 8 | 0.200000 | 401.600000 | -0.400000 | -0.100000 | 402.000000 |
| ASSA ABLOY B | 3 | 0.040000 | 776.100000 | -2.900000 | -0.370000 | 779.000001 |
| Alimak Group | 11 | 0.240000 | 919.600000 | -8.400000 | -0.910000 | 927.999996 |
| Nordic Waterproofing Holding | 7 | 1.040000 | 953.400000 | -13.600000 | -1.410000 | 966.999999 |
| Addnode Group B | 11 | 0.120000 | 902.550000 | -18.450000 | -2.000000 | 921.000003 |
| SKF B | 5 | -1.720000 | 916.000000 | -24.000000 | -2.550000 | 940.000000 |
| Creaspac SPAC | 39 | -0.210000 | 3689.400000 | -28.600000 | -0.770000 | 3717.999987 |
| Hexagon B | 26 | 1.230000 | 3432.000000 | -29.000000 | -0.840000 | 3461.000010 |
| Indutrade | 5 | 2.110000 | 1185.500000 | -32.500000 | -2.670000 | 1218.000000 |
| Vitec Software Group B | 2 | 0.670000 | 1049.000000 | -38.000000 | -3.500000 | 1087.000000 |
| Latour B | 4 | -0.050000 | 817.600000 | -39.400000 | -4.600000 | 857.000000 |
| INVISIO | 16 | 0.890000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| Bufab | 3 | -0.510000 | 1047.600000 | -61.400000 | -5.540000 | 1109.000001 |
| BHG Group | 97 | 1.570000 | 1376.430000 | -82.570000 | -5.660000 | 1458.999989 |
| TOTAL | 45597.750000 | 541.750000 | -6.51613% | 45056.000411 |
Updated:¶
'2023-07-04 16:14:40.989694'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
